Madison Avenue Partners, LP
CIK 0001801265 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.32B
2026 Q2
Positions
25
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
77.1%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
GHC
GRAHAM HLDGS CO
12.1%
INVH
INVITATION HOMES INC
10.8%
MKL
MARKEL GROUP INC
9.4%
CPNG
COUPANG INC
9.3%
MICC
MAGNUM ICE CREAM CO NV
8.2%
TBPH
THERAVANCE BIOPHARMA INC
6.7%
SOLV
SOLVENTUM CORP
5.8%
STAA
STAAR SURGICAL CO
5.2%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.